Oracle DB is now suffering the same fate as the businesses they bought. Their model for revenue, growth, market gain, etc is by acquisition. If they had a perceived need they simply bought a company that had the product, rebranded and sold as Oracle in the market. Oracle doesn't develop. They want to profit from a current product for it's lifecycle. No cost for development, sales, etc. Then discard(keep a few for support at end of life) and buy another "feature" or product to rebrand and sell. That has created the challenge of how to use this strategy in the "cloud of " world. Cloud products need to be developed. Not very compatible for Oracle as they are not good at development. Hence the current growing(or shrinking) pains. They have very little time. There won't be much market share left to pick over once Google, Microsoft and Amazon saturate the market with new products. Which is nearly done. Oracle goes from a main player with what was the strongest DB, ERP market share a couple years ago to a bit player with "me too" features in the cloud world.
Eat the low hanging fruit for as long as you can. Just make sure you have a ladder when it runs out. Oracle is guilty of standing on the ground too long and letting all the ladders get bought up.
Great words uttered about "the cloud" by Larry.....
"Maybe I’m an id--t, but I have no idea what anyone is talking about. What is it? It’s complete gibberish. It’s insane. When is this idiocy going to stop?"
Uh, I don’t understand what we would do differently in the light of cloud computing, other than market … you know, change the wording on some of our ads."